A Look Back: 2019 Marcus Evans Private Wealth Management Summit

By Michelle Connell, CFA | 2 min read I had the honor of serving as chairperson for the Marcus Evans Private Wealth Management Summit in Orlando, December 2-4. The Marcus Evans Summit brought together leaders from America‚Äôs top single and multi-family offices and investment boutiques from across the globe. A premium, invitation-only event, the Summit […]

What Investors Need to Watch (and Do) As the End of 2019 Draws Near

Follow the Money By Michelle Connell, CFA | 7 min read It seems that every Wall Street expert has an opinion as to how the investment markets will ring out 2019. One person may say that the market is still cheap and should still be bought. Another expert may site the uncertainty in geopolitics and […]